Jim Creighton: Quant in the 90s and the AI reinvention

I chat with Jim, the former CIO of Barclays Global Investors on the history of quantitative investment, the myths of factor investing, and how machine learning can help solve difficult problems in financial markets. We touch on the future of AI and its use in the broader society – where are the opportunities and where are the potential threats?

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice

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Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution

Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution

Florida State Board of Administration has built an active credit portfolio spanning public and private markets, CIO Lamar Taylor says the initiative could be the first step in a broader shift away from traditional asset-class investing towards a framework centred on return drivers and risk exposures.

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Review highlights obstacles to long-term thinking

The Kay Review into UK equity markets and long-term decision-making is one of the more sensible of a raft of reviews that have evolved from the crisis. It looks at the interaction, behaviour, incentives and decision-making of all the players in the financial services “value chain”. More than some nationalities, the Brits have been concerned

Ethics not returns drive AP7’s ESG policy

Returns are a secondary consideration to the ethical values of members when framing the socially responsible investment policy of Swedish fund AP7. AP7’s head of communications, Johan Floren, says that the fund is less concerned with socially responsible investment (SRI) as a driver of returns rather than as a reflection of the values and ethics

Index providers push into active managers’ domain

Index construction is pushing the boundaries of active management, with index providers launching products such as high beta to take advantage of market movements. S&P Indices is the latest to add to its family of high-beta indexes, recently launching two indexes of developed and emerging markets. Alka Banerjee, S&P Indices’ vice president of strategy and

Advancing the DB versus DC debate

It is possible for the best elements of defined benefit (DB) schemes to be applied to defined contribution (DC) schemes, by replicating real deferred annuities to produce superior pension outcomes for members, according to a new paper by APG. The paper, How to mimic DB-like benefits in a DC product, does what it says. It

Investors favour credit

Towers Watson’s negative outlook for bonds and its advice to increase allocations to high quality credit is being reflected in portfolio shifts by institutional investors.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

EPFR cumulative weekly flows into major fund groups

Source: EPFR Global.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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